US Mid Cap Opportunistic Equity Investment Strategy

Strategy Highlights

: We seek to invest in equities priced at a large discount to intrinsic value with fundamental strengths that are likely to be recognized in the next one to three years. Capital allocation seeks to exploit a dissonance between market sentiment and fundamental reality, often as a result of sudden or pronounced price dislocations that generate a favorable risk/reward ratio. We have assembled a next-generation investment team to succeed in a new era of active management where deep field research is reinforced by sophisticated macro and risk analysis in an effort to drive alpha.

Learn more about our multidimensional investment philosophy

Strategy Profile

Performance Benchmark: The Russell Midcap® Index performance benchmark is used as a comparator for this strategy. Information about the indices shown here is provided to allow for comparison of the performance of the strategy to that of certain well-known and widely recognized indices. There is no representation that such index is an appropriate benchmark for such comparison.
Strategy inception: January 1, 1994

Investment Team

The strategy is managed by an experienced team with a wide range of backgrounds. In-house research analysts are at the core of our investment process, and our multidimensional research capabilities help to promote better-informed investment decisions.

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Andrew Leger

Portfolio manager, Small Cap Value and Opportunistic Value teams

Gregory P. Manley

Portfolio Manager, Small Cap Value

Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.